Investment Q&A

Q: My apologies, as I tried to send an email from my phone earlier today, and had problems with service, and phone.
I thought I had completed my dudiligence on syz, and seemed like a great buy coupled with insider buying. Technicals indicate oversold, as well as RSI is low.
Markets were not good today, however what is wrong here, and should I be selling to average my loss.
Thanks for the great service

Q: Hi 5i: Thanks for pointing out the BoC interest rate hike as the cause of the increase in CBO price. I had actually just realized that as I read the ROB magazine over lunch. But it is interesting that a significant increase in the CBO price seems to have started in late December/early January. Poloz is quoted in ROB saying "... the possibility of a rate cut had begun to enter markets in the last couple of weeks." I didn't think that was supposed to happen.

Q: Hi 5.
For the next 12 months would you go with GUD or CXR if you could buy only 1? Thanks.

Q: hi;i bought these preferred shares 2 weeks ago and they went down 5.4% I,am not selling but why the drop. was it currency?thanks brian

Q: Dear 5i; I was reading through the TFSA questions and the one asked by M S on July 17, 2014 got me thinking about transfers-in-kind and taxation. So firstly, I wouldn't necessarily want to transfer a "gainer" because of the capital gains tax payable. On the other hand, it seems to me that transferring a stock that is currently under-water could be advantageous. This would of course be a stock that I intend to keep because I expect it to recover, so therefore the inability to claim a capital loss is a moot issue. The advantage would be that for a given amount of contribution room, I would be able to transfer a larger number of shares into my TFSA than if the stock were at or above my ACB.

Do you think this is a sound strategy, or are there other considerations that I am missing?

Q: I am debating whether to invest part of my portfolio in ENB or ENF? ENF has had a better return of late and has a higher dividend. Which would you go for? I am looking for a good long term return as well as a good distribution. Tnx.

Q: Hi Guys,

This is a follow up to Alayne question on BRF.pr.A.

Don’t forget, the 3.32% dividend is on the original $25. If you calculate it on the current price of $20.35 you get a return of 4.1% ($25x3.32%/$20.35). If it is held outside of an RRSP in will have an equivalent interest rate of approximately 5.3%. This is much better than current yields.

If you reset using the short term provision and if the T-Bill rate went up 1% next year your yield would probably jump to something over 5.25% (6.8% bond equivalent) at that time and you could eventually have a capital gain from the $20.35 to $25.

Not all that bad.

I’m in the same boat with GMP Capital, GM.PR.B. Any comments on this company?

Thanks
John

Q: could you please comment on the current prices of these companies in relation to current price of WTI. Thaks

Q: In case you hadn't seen it there was good news today on NRG
Alter NRG agrees to Harvest takeover for $5 per share.

Rob

Q: As with other energy companies, Encana has seen some challenges. But it has not faired as well as others of that size. What is your opinion on its future?

Alan

Q: WSP recently reported Q4 and year-end results and,to me, they appear excellent. Could you comment on the results as well as on the news they were selling all their shares in Norwegian company multiconsult AS? Is this a good move? Thanks for the excellent service.

Q: My goal is to create a list of criteria for the ideal small-cap growth stock. I fully appreciate very few stocks, if any, will meet all the criteria. I have started the list. Please add to it.

1. Experienced management
2. High insider ownership
3. Low debt
4. Low forward P/E ratio
5. Momentum

Q: Hi 5i: I've decided to add some more fixed income to my portfolio and was checking on how my CBO has done over the last year. I note that it jumped very sharply on Jan 20/21 of 2014. I can't recall what triggered that leap, which is visible in other bond ETFs also. Do you have any record of what the event might have been? Thanks.

Q: Hello,

Following on my previous question regarding using WIN as an income stock and reading your previous answer regarding DCI which one would you chose for income (and some appreciation) Both? Others?

Thanks

Q: Hi 5i,
I have been a long term holder of ASR and it is down more than 50% since purchase. What is your outlook on ASR and do you recommend continue holding? What do you think about taking the loss and move the proceeds to CXI, as I currently do not have financial exposure.
Thanks as always,
Jerry

Q: What is you take on q4 results. Is the stock a buy?
Thanks.

Q: Thoughts on their earnings? Would you categorize this as an income/slow growth company?

Thanks,

Robert

Q: Good morning, could you please correct the symbol on Jacques question and what would be the yield on these after the reset? Would you expect the price to rise after the reset? Would these make a good investment since one presumes interest rates will rise in the next five years and the prices will correct to $25. Thank you

Q: In reviewing the sector distribution of your reports (C rating or higher), there seems to be a notable absence of reports on oil/gas (none), pipelines (1), and telecoms (none). Is this intentional?

Q: Hi Peter
What do you make of the results......as I am reading, I am very happy until the results get blown away into a loss by all the stock based compensation.
I realize it is not cash but does this not someday just do a large dilution of shares when the options are exercised?